IMPLEMENT WEALTH MANAGEMENT SERVICES INTO YOUR ACCOUNTING FIRM

Transform Your Accounting Business into an Advisory Firm with our
Wealth Management Forward Program.

AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 50

Totally Booked & Totally SEO - Growing your Practice

Totally Booked & Totally SEO - Growing your Practice

Rory is joined by Kelly Gonsalves, Founder of Totally Booked and Totally SEO, who is also an Insightful Accountant Top 10 ProAdvisor. Kelly discusses her journey and how she was able to leverage the power of digital marketing to grow multiple successful businesses. Learn about ways to optimize your website so search engines will pick it up and hear why she considers blogs the meat and potatoes of SEO. Discover what Kelly says about selling with empathy as she provides some simple methods on how accountants can better connect with clients. Why is it essential to find out what a person is into, where they want to go, and how they want to grow? Find out the answers to these questions and more in this Totally Booked Totally SEO episode with one of the accounting profession’s brightest stars!

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DON'T LOSE YOUR BUSINESS
BOOK TO AUTOMATION OR
FINANCIAL ADVISORS.

WHAT LEVEL
WEALTH MANAGEMENT
FIRM ARE YOU?

Level 1

Level 2

Level 3

OUR IDENTITY

Wealth Management Forward was founded by professionals with diverse financial backgrounds and tenures with Actua, Aspirant, Bear Stearns, J.P. Morgan, Lazard, OpenGate Capital, Nuveen Investments, Platinum Equity, Smith Barney, TA Associates, UBS, Schwab & Thorofare Capital.

It was created to bring a new perspective to the way people do business without the fear of losing clients to automation. We are a holistic Wealth Management firm dedicated to providing independent advice to clients. We believe in forming the best relationships and treat every client equally because your success story is our Unique Selling Point.

At WMF, we offer a strategy that includes comprehensive financial, estate, tax planning, and asset and liability management. We also leverage our team of best-in-class professionals armed with cutting-edge technology and an extensive understanding of your unique needs. This enables us to provide efficient and transparent solutions.

IMPLEMENT THESE SERVICES
THROUGH OUR PROGRAM

ACCESS OUR FAMILY OFFICE LEVEL OF CARE BY IMPLEMENTING ANY OF
THE FOLLOWING SERVICES. YOU DESERVE THE BEST COMPANIONS IN YOUR
BUSINESS JOURNEY; THAT IS WHY ARROWROOT FAMILY OFFICE WEALTH
MANAGEMENT FORWARD IS HERE FOR YOU.

Financial Planning

Investment Advisory

Life Insurance

Estate Planning

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